401(k) · DOL Form 5500 · 2023
Houlihan Lokey 401(k) Plan
Data updated 2026-08-11
- $325M
- Total assets
- 1,759
- Participants
- 96th
- Percentile by assets
- $184,674
- Avg per participant
Official DOL plan name: Houlihan Lokey Retirement Savings Plan · Sponsored by Houlihan Lokey · California · Finance & Insurance
$325M in assets, 1,759 participants
Houlihan Lokey's Houlihan Lokey Retirement Savings Plan reported $325M in total assets and 1,759 participants in its 2023 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 96th percentile by assets (of 127,072 plans)
- #8,338 in Finance & Insurance (8,869 peers)
Coverage in California
Houlihan Lokey Retirement Savings Plan covers 1,759 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $325M.
- $325M
- total plan assets (2023 EOY)
- 1,759
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $184,674
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Houlihan Lokey Retirement Savings Plan reported net income rose from -$32M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Houlihan Lokey Retirement Savings Plan reported participants rose from 1,324 in the plan year 2022 filing to 1,759 in the plan year 2023 filing.
- Houlihan Lokey Retirement Savings Plan end-of-year assets rose from $251M in the plan year 2022 filing to $325M in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Houlihan Lokey Retirement Savings Plan reports 1,759 participants - 2.8x that state average ($325M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $251M |
|---|---|
| Net Assets (End of Year) | $325M |
| Net Income | $74M |
| Employer EIN | 952770395 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Houlihan Lokey)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,324 | $251M |
| 2023 | 1 | 1,759 | $325M |
| 2024 | 1 | 1,669 | $396M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Houlihan Lokey Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Houlihan Lokey Retirement Savings Plan by total assets, not by location.
- Avi Systems, Inc. Employee Stock Ownership Plan (KS) $325M · 828
- Stanley Retirement Plan (IA) $325M · 801
- Consolidated Nuclear Security 401(k) Plan for Bargaining Pantex Location Employees (TN) $325M · 2,063
- Seminole Indian Casino 401(k) Plan (FL) $325M · 12,060
Frequently Asked Questions
How did Houlihan Lokey Retirement Savings Plan assets move in 2023? ▼
How have Houlihan Lokey plan assets changed over time? ▼
Where does Houlihan Lokey Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Houlihan Lokey Retirement Savings Plan? ▼
Next read for Houlihan Lokey Retirement Savings Plan
Filing takeaways
Ways to act on Houlihan Lokey Retirement Savings Plan's numbers.
- By total assets, Houlihan Lokey Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Houlihan Lokey's sponsor-wide assets have grown 57.9% since 2022 across 3 plan years on file. More Finance & Insurance plans